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Catherine R. Reese

Shareholder   |   Indianapolis

Catherine Reese concentrates her practice in employee benefits. She works with employers to design, establish and administer qualified retirement plans (defined contribution, defined benefit, cash balance), welfare benefit plans, and nonqualified deferred compensation plans.

She assists clients in complying with statutory and regulatory requirements for reporting and disclosure, testing, and corrections for benefit plans, as well as assisting with IRS, DOL and PBGC filings, audits, and queries. Catherine also works on benefits issues involved in business transactions including due diligence, termination, spin-off, and merger of existing benefit plans, and design and implementation of new plans.  She helps to educate plan fiduciaries about fiduciary duties, settlor functions, prohibited transactions, and procedural prudence. In addition, she prepares and reviews nonqualified deferred compensation agreements including executive employment and severance agreements, incentive programs, and top hat plans.

Catherine works with public and private employers, both for-profit and not-for-profit, of varying size.

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